Boca Raton, FL, US
Emp Type: Full time / Direct Hire
Industry: SALES & SERVICE
Salary: 50,000 - 65,000 Annual
24 weeks ago
Job Summary: We are seeking an experienced Commercial Lines Small Business Account Manager to manage and service a portfolio of small commercial accounts. This role requires a strong focus on client service, policy management, and account retention.The ideal candidate will have an active Florida 2-20 Insurance License, hands-on experience in commercial lines, and the ability to manage multiple priorities in a fast-paced, deadline-driven environment. This individual will play a key role in maintaining client relationships, ensuring policy accuracy, and supporting account growth.
Location: Boca Raton, FL (Hybrid after training)
Employment Type: Full-Time
Salary: Base (DOE) + Bonus
A growing insurance agency is seeking an experienced Commercial Lines Small Business Account Manager to manage and service a portfolio of small commercial accounts. This role requires a strong focus on client service, policy management, and account retention.
The ideal candidate will have an active Florida 2-20 Insurance License, hands-on experience in commercial lines, and the ability to manage multiple priorities in a fast-paced, deadline-driven environment. This individual will play a key role in maintaining client relationships, ensuring policy accuracy, and supporting account growth.
Manage a book of small commercial accounts from onboarding through renewal
Respond promptly to client inquiries and provide high-quality service
Review and process new policies, endorsements, and policy changes
Issue Certificates of Insurance and Auto ID cards
Handle cancellations, non-renewals, and reinstatements
Request and analyze loss runs
Assist clients with claims processing and follow-ups
Manage premium audits and ensure accuracy
Support billing inquiries and invoicing processes
Market and remarket accounts during renewal cycles
Prepare quotes and client proposals
Maintain accurate and up-to-date client records
Perform account rounding and cross-selling opportunities
Build and maintain strong long-term client relationships
Active Florida 2-20 Property & Casualty Insurance License (Required)
Minimum 2+ years of Commercial Lines experience
Experience working with small business accounts (e.g., contractors, associations, artisans, etc.) preferred
Strong communication, organizational, and multitasking skills
High attention to detail and process-driven mindset
Ability to work independently and within a team environment
Experience with AMS 360 is a plus
Industry certifications (ACSR, CISR, CPSR, CIC) are a plus
Client-focused with strong relationship management skills
High sense of urgency and accountability
Ability to manage multiple priorities effectively
Professional, proactive, and detail-oriented
Calm and solution-oriented in challenging situations
Medical, Dental, and Vision Insurance
Retirement Savings Plan
Paid Time Off
Performance-based Bonus
Additional voluntary benefits
Hybrid role (remote flexibility available after approximately 6 months of training)
Candidates must be able to commute to the Boca Raton, FL office during the initial training period